has been added

Helena Wardle Logo

Address

Smith and Wardle Financial Planning, Hitchin, UK

Media Pack / Portfolio

Premium

Helena Wardle

Financial Planner
Smith and Wardle Financial Planning
Helena began working at Nationwide in 2006 and decided early on that she wanted to become a financial adviser. Helena very much values learning and loves the challenge of getting to grips with complex and technical concepts, which is what lead her to become a Chartered Financial Planner. She took on a different challenge in 2018 and completed her MSc in Financial Planning. It was by far her most valuable learning experience; improving her objectivity, understanding of people, and her interest in academic reading and research. Most people are not confident about money, and yet they can improve their finances significantly by making changes. People simply did not understand money management and there is a lack of trusted resources to help. It is simple to see that good financial advice change lives, but people need this advice earlier and we need to work harder to improve trust in financial services. Most advice focuses on investments, when the first and most important thing is to understand the client and help them understand how money works in their life. In 2020 we set up Smith and Wardle, a new practice that focuses on each client as a human being and operates on transparent fixed fees. We now want to build a service to help more people.

Media Coverage

inews.co.uk

The UKs’ total pension assets are worth £6.4 trillion, according to Aviva

A pension can be worth more than a house yet, despite the introduction of pension splitting or sharing 20 years ago, many divorcing couples still do not split their pension

Read more
Published:

Portfolio Adviser

TikTok ... the clock is running on ensuring young investors can...

Advice industry ‘has never engaged especially well with younger people since the RDR’ #cryptocurrency #ifas #tiktok

Read more
Published:

London News Time

Advisor fee details (and when to display them) - London News Time

We’ve been there before and will definitely go there again, but I’ll look at the issues around Advisory fee once again. I recently talked to the acclaimed Smith & Wardle Helena Wardle about her story at...

Read more
Published:

YouTube

Women in Platforms: Helena Wardle partner at Smith and Wardle Financial Planning

Sam Seaton, CEO of Moneyhub in conversations with Helena Wardle, Chartered Financial Planner and partner at Smith and Wardle Financial Planning, about what ...

Read more
Published:

YouTube

Women in Platforms: Helena Wardle partner at Smith and Wardle Financial Planning

Sam Seaton, CEO of Moneyhub in conversations with Helena Wardle, Chartered Financial Planner and partner at Smith and Wardle Financial Planning, about what ...

Read more
Published:

Professional Paraplanner

Better suitability letters - an adviser’s top tips - Professional Paraplanner

Helena Wardle, Partner & Chartered Financial Planner at Smith & Wardle, looks at some key ways we can reduce complexity for clients in Suitability letters. How can we simplify our Suitability letters and...

Read more
Published:

Initiative for Financial Wellbeing

“Humankind a hopeful history” book review by Helena Wardle

Some of the best books are the ones you find when you are not looking, and I accidentally stumbled across “Humankind a hopeful history” by Rutger Bregman. It was a brilliant read. This book challenges...

Read more
Published:

Open Banking Excellence

Helena Wardle - Open Banking Excellence

Helena is a Chartered Financial planner and a partner at Smith and Wardle Financial Planning. As a self-confessed geek, continuous learning is a hobby that she obsessively pursues in her spare time and...

Read more
Published:

Home

Hybrid advice isn’t what you think it is

Using technology in our businesses so we can serve more clients face-to-face is not hybrid advice. Hybrid advice should be a way to provide financial advice for those who can’t afford it

Read more
Published:

Home

How can we make advice more accessible?

Digitally-focused propositions with human input where it matters will be the way forward, and that is what hybrid advice should offer.

Read more
Published: